Since our inception in 1989, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. The expertise of our senior management, and our entire firm, is well known in the North Shore business community. We are frequently asked to serve as business advisors and lecturers to members of regional industry groups, as well as, private and nonprofit organizations.

Working from our Topsfield headquarters, our firm serves a wide range of privately owned companies and nonprofit organizations throughout Eastern Massachusetts and Southern New Hampshire, as well as in selected states around the country.

Members of our firm serve as volunteers on the boards of a number of local and statewide nonprofit agencies and associations, participating and taking professional leadership roles in several organizations.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.